The Road to Growth and Client Engagement: Insights from Kyle O’Dell
In Episode 10 of “The Deep Dive” podcast, Jay Hummel interviews Kyle O’Dell, CEO of EdgeRock Wealth Management. Kyle discusses his journey from working at Citibank and Smith Barney to building a successful independent firm in Denver. He emphasizes the power of consistent client engagement through unique events, educational seminars, and tailored content. Kyle also shares his insights on the importance of investing in marketing and building strong client relationships. The duo also discusses industry challenges, including the impact of AI.
Kyle O’Dell: Kyle is the founder and CEO of EdgeRock Wealth Management, a Colorado-based firm he started in 2009. Before that, Kyle was a co-owner and managing partner at a pair of financial services firms and worked for nine years as an advisor at Citigroup. Kyle earned his bachelor’s degree at William Jewel College near Kansas City and resides in the Denver area.
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